About Michael
Michael’s credentials have been impeccable over his career. Beyond being a LPL Registered Representative, he has a license in life and health insurance, and maintains the designation Registered Financial Consultant (RFC) through the International Association of Registered Financial Consultants (IARF... As fiduciaries, we act solely in our clients' best interests. Independent and unbiased, we provide strategies to reduce taxes and maximize growth — not just manage investments.Our
Areas of focus
Credentials & background
Designations
MRFC
Licenses
Series 63Series 65
Education
BS in Business with emphasis on marketing Rowan University (1981)
Clients served
RetireesBusiness OwnersDoctorsCorporate ExecutivesBusinesswomenWomen in TechTech SalesReal Estate AgentsReal Estate DevelopersDivorceesSingle MothersPartners at Law FirmsParents of Special Needs ChildrenWealthy FamiliesProfessional AthletesInheritorsHigh Net Worth IndividualsSurviving SpousesDentistsEntrepreneursLGBTQ+Building Industry ProfessionalsNursesTech EmployeesTeachers
Regulatory
The firm
Diversified Investment Strategies, LLC